A complete list of active advisors currently associated with Freedom Financial Advisors, LLC
Warmer can help you find a great advisor at Freedom Financial Advisors, LLC or one who fits your needs even better.
Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management and also provides retirement plan consulting for 401(k) plans, including participant education and plan committee education services. The firm reports roughly $13 million in assets under management across about 27 clients, is staffed by three advisors, and manages client accounts on a predominantly non-discretionary basis. Its investment process is based on fundamental analysis of businesses and uses general securities — stocks, bonds, mutual funds (including ETFs), government securities and options — with a stated preference for relatively conservative positioning and infrequent trading. Advisors tailor recommendations through client consultations, review managed accounts monthly, and obtain client approval before trading instead of exercising discretionary authority. Noteworthy differences from many peers include an emphasis on educational services (seminar and participant-education offerings and an affiliated education business) and a material insurance affiliation: firm personnel are licensed insurance agents who sell insurance products for commissions while the adviser does not take securities commissions. The firm also refers clients to other managers for alternative investments and shares a portion of those managers’ fees, a practice that supplements its in-house management.
To learn more about the advisors currently working at Freedom Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
South Charleston, WV
| 3
| |
South Charleston, WV
| 39
| |
South Charleston, WV
| 3
|
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